Specialist EPW Quality Assurance at Empower Annuity Insurance Company of America

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

08 Mar, 26

Salary

0.0

Posted On

08 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Quality Assurance, Data Analysis, Communication Skills, Attention to Detail, Critical Thinking, Microsoft Office, Banking, Financial Services, Retirement Plans, Investment Products, Peer Review, Documentation, Compliance, Team Collaboration, Problem Solving

Industry

Financial Services

Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The primary responsibility of the Specialist - Empower Personal Wealth Quality Assurance is to conduct reviews of electronic and/or phone interactions and support analysis of data related to activity of representatives and advisors to support Supervision’s ability to ensure compliance with policies, procedures and rules of the financial services industry. ESSENTIAL FUNCTIONS: Conduct reviews of calls (by listening to recordings, reviewing transcripts, or output of targeted or automated scans and screening tools, etc) and flagged electronic communications to ensure interactions follow applicable policies and procedures. Conduct data analysis, review and prepare reports in support of oversight activities. Document identified issues via applicable identification procedures and escalation tools. Participate in calibration sessions and team meetings to discuss themes, trends, gaps and findings as appropriate. QUALIFICATIONS: Bachelor’s Degree in related discipline or appropriate work experience in retirement / wealth management / financial service industry 2+ years of experience in Banking/Financial Services/Operations. Working knowledge of retirement plans, retail investment and advisory products preferred Intermediate skills using Microsoft Office products Sound reasoning and critical thinking Excellent written and verbal communication skills Experience in peer review or QC/QA role Attention to detail is a must This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Joining our talent community will allow you to stay connected via email and receive news and updates. Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency. Remote and Hybrid Positions For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet connection. Follow Empower Facebook, LinkedIn, X, Instagram, & Glassdoor

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Responsibilities

The Specialist is responsible for conducting reviews of electronic and phone interactions to ensure compliance with policies and procedures. They will also analyze data related to representatives and advisors' activities to support oversight activities.